万润新能(688275.SH)发布公告，广州期货交易所于2025年12月22日发布《关于调整碳酸锂期货指定交 割库的公告》(广期所发〔2025〕431号)，决定新增公司为碳酸锂期货指定交割厂库。本次公司被广州 期货交易所指定为碳酸锂交割厂库事项，有利于将现货市场、期货市场、交割厂库三者有机结合，进一 步增强公司的抗风险能力和市场竞争力，对公司未来拓展业务渠道和提高盈利水平将产生积极作用，促 进公司健康发展。 ...

广州期货交易所于 2025 年 12 月 22 日发布《关于调整碳酸锂期货指定交割 库的公告》（广期所发〔2025〕431 号），决定新增公司为碳酸锂期货指定交割 厂库。 本次公司被广州期货交易所指定为碳酸锂交割厂库事项，有利于将现货市场、 期货市场、交割厂库三者有机结合，进一步增强公司的抗风险能力和市场竞争力， 对公司未来拓展业务渠道和提高盈利水平将产生积极作用，促进公司健康发展。 特此公告。 湖北万润新能源科技股份有限公司董事会 2025 年 12 月 24 日 证券代码：688275 证券简称：万润新能 公告编号：2025-046 湖北万润新能源科技股份有限公司 关于被广州期货交易所指定为碳酸锂交割厂库的公告 本公司董事会、全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 2024 年 12 月 10 日，湖北万润新能源科技股份有限公司（以下简称"公司"） 召开第二届董事会第十七次会议、第二届监事会第十四次会议，审议通过了《关 于申请广州期货交易所碳酸锂指定交割厂库的议案》，现将有关进展公告如下： ...

格隆汇12月23日丨万润新能(688275.SH)公布，广州期货交易所于2025年12月22日发布《关于调整碳酸 锂期货指定交割库的公告》（广期所发〔2025〕431号），决定新增公司为碳酸锂期货指定交割厂库。 本次公司被广州期货交易所指定为碳酸锂交割厂库事项，有利于将现货市场、期货市场、交割厂库三者 有机结合，进一步增强公司的抗风险能力和市场竞争力，对公司未来拓展业务渠道和提高盈利水平将产 生积极作用，促进公司健康发展。 ...

万润新能(688275.SH)发布公告，广州期货交易所于2025年12月22日发布《关于调整碳酸锂期货指定交 割库的公告》(广期所发〔2025〕431号)，决定新增公司为碳酸锂期货指定交割厂库。本次公司被广州 期货交易所指定为碳酸锂交割厂库事项，有利于将现货市场、期货市场、交割厂库三者有机结合，进一 步增强公司的抗风险能力和市场竞争力，对公司未来拓展业务渠道和提高盈利水平将产生积极作用，促 进公司健康发展。 ...

12月23日，万润新能盘中上涨2.06%，截至10:54，报72.93元/股，成交1.88亿元，换手率3.09%，总市值 91.98亿元。 资金流向方面，主力资金净流出93.89万元，特大单买入2015.18万元，占比10.73%，卖出1439.04万元， 占比7.66%；大单买入3986.09万元，占比21.22%，卖出4656.12万元，占比24.78%。 万润新能今年以来股价涨50.90%，近5个交易日涨1.07%，近20日跌7.05%，近60日涨43.70%。 今年以来万润新能已经6次登上龙虎榜，最近一次登上龙虎榜为11月28日，当日龙虎榜净买入-1944.43 万元；买入总计2.83亿元 ，占总成交额比20.05%；卖出总计3.03亿元 ，占总成交额比21.43%。 资料显示，湖北万润新能源科技股份有限公司位于湖北省十堰市郧阳经济开发区天马大道557号，成立 日期2010年12月24日，上市日期2022年9月29日，公司主营业务涉及锂电池正极材料的研发、生产、销 售和服务。主营业务收入构成为：磷酸铁锂96.49%，副产品2.83%，磷酸铁0.41%，其他0.27%。 万润新能所属申万行业为：电力设备 ...

新华财经北京12月22日电广期所发布关于调整碳酸锂期货指定交割库的公告，其中提到增加碳酸锂期货 交割厂库存放点标准仓单最大量。同意将江西九岭锂业股份有限公司位于江西省宜春市奉新县高新技术 产业园区长青大道888号存放点的标准仓单最大量由1500吨增加至2000吨、位于江西省宜春市宜丰县工 业园区凯扬路存放点的标准仓单最大量由1500吨增加至2000吨；同意将融捷投资控股集团有限公司位于 四川省成都市邛崃市天府新区新邛产业园区羊纵7路18号存放点的标准仓单最大量由600吨增加至900 吨；同意将宜春银锂新能源有限责任公司位于江西省宜春市袁州区彬江镇迎宾路9号存放点的标准仓单 最大量由300吨增加至900吨；同意将江西永兴特钢新能源科技有限公司位于江西省宜春市宜丰县工业园 长新东路存放点的标准仓单最大量由300吨增加至900吨；同意将四川雅化实业集团股份有限公司位于四 川省雅安市雨城区经济开发区永兴大道南段99号存放点的标准仓单最大量由450吨增加至900吨。 根据《广州期货交易所指定交割合库管理办法》等有关规定，经研究决定: 一、新增碳酸锂期货指定交割厂库 新增广西华友锂业有限公司为碳酸锂朝货交割厂库，存放地点 ...

Market Background - The penetration rate of lithium iron phosphate (LFP) batteries in the new energy vehicle sector is continuously increasing as major overseas automakers and battery giants accelerate their shift towards LFP technology [1] - The global energy storage market is experiencing significant growth, leading to unprecedented demand for LFP materials [1] - In 2025, domestic LFP material companies have secured numerous large long-term orders, characterized by "large scale, long cycle, and high value" [1] Order Analysis - In 2025, five representative companies disclosed a total of 11 major orders, amounting to over 321.94 million tons, with an estimated total value exceeding 112.3 billion yuan [1] - Dragon Power Technology leads with six orders covering five customers, with a total order scale of 171.63 million tons and a total value of approximately 67.5 billion yuan [3] - Wanrun New Energy has one significant order of 132.31 million tons from CATL, covering the period from 2025 to 2030 [3] - Fengyuan Co. has two orders, including a three-year agreement to supply 10,000 tons to Chuangneng New Energy [3] Demand Side Concentration - CATL is the largest buyer, with total orders from Dragon Power Technology, Wanrun New Energy, and Jiangxi Shenghua amounting to 148.06 million tons, valued at over 55.6 billion yuan [6] - Chuangneng New Energy has orders totaling approximately 140 million tons from Dragon Power Technology and Fengyuan Co., valued at around 45 billion yuan [7] - Other clients like BYD, Eve Energy, and Sunwoda have relatively limited disclosed order quantities and scales [8] International Expansion - The international recognition of LFP materials is increasing, with three orders from overseas battery plants or Chinese companies' overseas factories, totaling over 25.88 million tons and an estimated value exceeding 10 billion yuan [9] - Lithium Source (Asia Pacific), a subsidiary of Dragon Power Technology, has established a 30,000-ton LFP production capacity in Indonesia, marking a significant transition from "product export" to "capacity export" for Chinese LFP material companies [10] Core Conclusions - The LFP materials order market in 2025 exhibits two main characteristics: high concentration and long-term binding [11] - On the supply side, Dragon Power Technology and Wanrun New Energy account for 94.4% of the total disclosed order scale [11] - On the demand side, CATL and Chuangneng New Energy together account for 89.5% of the total order scale [11] - Over 70% of the orders have a cooperation period extending from 2025 to 2030, reflecting the urgent need for supply chain stability and security among downstream battery companies [11]

Group 1 - The core viewpoint of the article highlights Wanrun New Energy's recognition as a leading company in the "2025 Good Company 50" awards, showcasing its excellent market performance and corporate governance [1][2] - The award selection process involved over 500 candidate companies from 39 sub-industries, evaluated based on public voting, market performance, innovation vitality, corporate governance, and social reputation [1] - Wanrun New Energy has consistently focused on green development and the core technology research of lithium battery cathode materials since its inception, demonstrating a commitment to high-quality development and innovation [1] Group 2 - The company has developed a comprehensive lithium iron phosphate product system based on years of technological accumulation in the lithium battery cathode material field, adhering to a research strategy of "developing one generation, reserving one generation, and producing one generation" [1] - Wanrun New Energy emphasizes the importance of connecting upstream and downstream in the industry chain through technological innovation, promoting collaborative progress within the supply chain [2] - The company actively manages its investor relations and enhances its capital market image, contributing to the increasing recognition of its capital brand value [2]

Group 1 - The core point of the news is that Wanrun New Energy (688275.SH) is currently experiencing a decline in stock price, closing at 71.90 yuan with a drop of 4.57%, and is in a state of breaking its initial public offering price [1] - Wanrun New Energy was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on September 29, 2022, with an initial public offering of 21,303,795 shares at a price of 299.88 yuan per share [1] - On its first trading day, the stock reached a peak price of 259.99 yuan, which remains the highest price since its listing [1] Group 2 - The company raised a total of 638.86 million yuan from its initial public offering, with a net amount of 614.56 million yuan after deducting issuance costs, which was 4.88 billion yuan more than originally planned [1] - The funds raised are intended for projects including high-performance lithium-ion battery materials, a research center for lithium battery cathode materials, and to supplement working capital [1] - The company announced a profit distribution plan on May 24, 2023, distributing a cash dividend of 3.52 yuan per share and a capital increase of 0.48 shares per share, resulting in a total share capital of 126,118,463 shares after the distribution [2]

Group 1 - The sodium-ion battery sector is experiencing a decline, with an overall drop of 1.98% [1] - Among the companies in this sector, Pulu Tong saw the largest decrease at 8.96% [1] - Other notable declines include CATL down by 3.06%, Kexiang shares down by 2.84%, and Wanrun New Energy dropping over 3% [1]